Unclaimed Profile

Paul Arthur Ruedi

RUEDI WEALTH MANAGEMENT, INC.·CHAMPAIGN, Illinois

Series 7, Series 24, Series 63, Series 6517 years registeredRUEDI WEALTH MANAGEMENT, INC.

2502 GALEN DRIVE, CHAMPAIGN, IL 61821CRD# 1301608Firm CRD# 173262

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul Arthur Ruedi · CHAMPAIGN, IL

Registration

CRD #1301608 · RUEDI WEALTH MANAGEMENT, INC. · 17 years registered

Brand Profile

Not yet started

Career History

RUEDI WEALTH MANAGEMENT, INC.

Sep 2015 – present

RUEDI HOLDER & ASSOCIATES, INC.

Aug 2009 – Dec 2014

CHAMPAIGN, IL

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · August 12, 2009

Years registered · 17

Disclosure History

1990Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

RUEDI WEALTH MANAGEMENT, INC.

CRD 173262 · SEC 801-80415

AUM

$384M

Regulatory assets under management

Employees

1,136 client accounts

Services offered by RUEDI WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RUEDI WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Paul Arthur Ruedi offer?

Paul Arthur Ruedi specializes in Financial Planning, Investment Management. Contact their office in CHAMPAIGN, Illinois for a consultation.

What are Paul Arthur Ruedi's credentials?

Paul Arthur Ruedi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Arthur Ruedi located?

Paul Arthur Ruedi is based in CHAMPAIGN, Illinois, working with RUEDI WEALTH MANAGEMENT, INC.. Their office serves clients in the CHAMPAIGN metropolitan area and surrounding communities.

How does Paul Arthur Ruedi charge for services?

Paul Arthur Ruedi's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RUEDI WEALTH MANAGEMENT, INC.?

RUEDI WEALTH MANAGEMENT, INC. has approximately 5 employees and manages $384M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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